BPE – Real-Time Buying Power and Margin Engine for Clearing Firms and Broker-Dealers

BPE (Buying Power Engine) is a high-performance margin and risk calculation platform designed for clearing firms and broker-dealers. Engineered for real-time processing, BPE continuously recalculates buying power and margin requirements across equities, options, futures, fixed income, and crypto, ensuring firms maintain optimal capital efficiency and regulatory compliance.

The platform supports Reg T, portfolio margin, and SPAN methodologies, with advanced handling for universal spreads, block trades, basket trades, and fractional quantities. BPE enables pre-trade and real-time what-if analysis, validating whether a trade aligns with margin requirements before execution. With built-in support for pattern day trading rules, suitability validation, and regulatory thresholds, BPE helps firms minimize margin call risks and optimize customer buying power.

BPE delivers comprehensive audit trails with continuous logging and historical playback, ensuring firms meet all reporting and compliance obligations. Configurable rules allow firms to set custom margin policies, override default requirements, and adjust risk parameters at the symbol, account, or correspondent level.

Built for scale, BPE leverages a high-speed architecture capable of processing large portfolios with sub-millisecond performance. It integrates seamlessly with existing OMS and PMS systems, supports cloud, on-prem, or hybrid deployments, and offers API-driven automation for maximum flexibility.

BPE is designed to enhance margin efficiency, reduce capital constraints, and provide firms with real-time oversight of their risk exposure. Contact our team to learn more or schedule a demo.